monolithic,

I agree. Poet is being dictated by their customers. As Mika said they will announce who they are working with when they are allowed to. And yes I am sure the Tier 1 wants to say hey look at this? Look what we have to offer? How much $$$ you can save and a far more superior product. However if you are going to offer a game changing product it has to do what you say it can do. And there is process that  has to take place in order to assure that. 

Personally I feel this is happening. This is the home stretch. My concern is time. I don't want someone announcing a similar product to take the wind out of our sales. Even if it is inferior. I think there is plenty of room to go around I just want Poet to be first to finish the race!!!